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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.1B AUM 838 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 430 Added 211 Reduced 57 Exited
Page 7 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVLV AMERICAN CENTY ETF TR 20,631.0 $1.7M 0.06% +145.0 +0.7% $83.34 +7.2%
122 KVUE KENVUE INC Consumer Defensive 98,849.0 $1.7M 0.06% +15K +17.9% $17.34 +1.1%
123 SCHA SCHWAB STRATEGIC TR 55,771.0 $1.7M 0.06% +5K +10.2% $30.59 +9.0%
124 FAST FASTENAL CO Industrials 35,142.0 $1.7M 0.06% +17K +91.7% $48.18 -8.8%
125 INTC INTEL CORP Technology 28,646.0 $1.7M 0.05% +8K +36.8% $58.95 +103.3%
126 DFIV DIMENSIONAL ETF TRUST 30,285.0 $1.7M 0.05% +9K +39.9% $55.06 +0.9%
127 VBK VANGUARD INDEX FDS 5,177.0 $1.6M 0.05% +259.0 +5.3% $317.20 +9.4%
128 VZ VERIZON COMMUNICATIONS INC Communication Services 34,166.0 $1.6M 0.05% +4K +12.5% $48.04 +0.6%
129 CL COLGATE PALMOLIVE CO Consumer Defensive 19,165.0 $1.6M 0.05% +3K +16.6% $85.55 +5.9%
130 GLW CORNING INC Technology 9,518.0 $1.6M 0.05% +2K +26.8% $165.10 +17.5%
131 SBUX STARBUCKS CORP Consumer Cyclical 15,990.0 $1.6M 0.05% +2K +11.9% $97.21 +6.1%
132 MPWR MONOLITHIC PWR SYS INC Technology 1,181.0 $1.6M 0.05% +77.0 +7.0% $1312.95 +21.1%
133 CVS CVS HEALTH CORP Healthcare 19,100.0 $1.5M 0.05% +4K +24.8% $78.79 +18.4%
134 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,383.0 $1.5M 0.05% +165.0 +5.1% $443.92 -2.1%
135 MRVL MARVELL TECHNOLOGY INC Technology 13,074.0 $1.5M 0.05% +4K +37.1% $114.45 +71.5%
136 TT TRANE TECHNOLOGIES PLC Industrials 3,310.0 $1.5M 0.05% +137.0 +4.3% $449.47 +0.3%
137 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15,853.0 $1.5M 0.05% +95.0 +0.6% $93.06 -1.4%
138 SDY SPDR SERIES TRUST 9,862.0 $1.5M 0.05% +5K +120.7% $148.23 +1.2%
139 TMUS T-MOBILE US INC Communication Services 7,305.0 $1.4M 0.05% +513.0 +7.5% $197.63 -3.1%
140 WM WASTE MGMT INC DEL Industrials 6,235.0 $1.4M 0.05% +918.0 +17.3% $231.42 -5.8%
Page 7 of 22  ·  430 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 15.0%
Communication Services 13.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 2.9%
Basic Materials 1.9%